BWG
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Balanced Wealth Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Balanced Wealth Group’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5M Buy
119,039
+2,941
+3% +$291K 4.12% 10
2025
Q4 		$11M Buy
116,098
+4,871
+4% +$460K 4.01% 9
2025
Q3 		$9.93M Sell
111,227
-1,981
-2% -$182K 4.36% 8
2025
Q2 		$10.1M Buy
113,208
+13,000
+13% +$1.09M 4.38% 8
2025
Q1 		$8.32M Sell
100,208
-1,582
-2% -$141K 4.02% 8
2024
Q4 		$9.43M Buy
101,790
+6,713
+7% +$635K 4.23% 8
2024
Q3 		$8.73M Sell
95,077
-206,078
-68% -$18.6M 3.86% 9
2024
Q2 		$7.75M Buy
301,155
+9,445
+3% +$807K 3.53% 9
2024
Q1 		$7.1M Buy
291,710
+265,139
+998% +$22.1M 3.16% 10
2023
Q4 		$2.22M Buy
+26,571
New +$1.99M 1.16% 22

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return